Christopher Kenneally CLU, ChFC, AEP
Investment Adviser Representative
Business Philosophy
Chris Kenneally's main concern is his commitment to his clients. As a result of his pursuit toward outstanding service, Chris has a special relationship with the people he works with. This approach towards his business has enabled Chris to become an experienced financial advisor throughout the New York/New Jersey metropolitan area. Chris has counseled many families on how to plan for retirement, retire comfortably, preserve wealth, and leave a meaningful legacy through the use of creative estate and investment strategies.
Background
Chris has worked in the financial services industry for the past 20 years and his practice has evolved to allow him to now specialize in family generational wealth planning. This is the process of growing, preserving, protecting, and distributing assets in accordance with the goals and objectives of families throughout the generations. Chris graduated from the College of New Jersey where he completed his undergraduate and graduate work.
Professional Qualifications and Registrations
Chris is advisor who understands his clients' financial goals; instills confidence; clients are comfortable with their level of risk and range of services provided and performance; considered to be trustworthy, and they would recommend him to others. Chris is a Investment Adviser Representative of Fortis Group Advisors with a serious commitment to his clients. He is a Chartered Life Underwriter, a Charted Financial Consultant, and an Accredited Estate Planner. He is a member of the New Jersey Estate Planning Council. He is registered with FINRA in New York, New Jersey, Delaware, Pennsylvania, Maryland, Virginia, North Carolina, South Carolina, Florida, Texas, Colorado, and Nevada.
Personal Life
Chris resides in Old Tappan, New Jersey, with his wife of 28 years, Nancy, and their three children, Christopher, Caitlin, and Grace. He is active in kids' sports, is a high school wrestling official and a member of the New Jersey Wrestling Officials Association.